As Markets Find Stimulation From "Wild" Donald Thoughts, Inflation Is Brewing A Wicked Stew

The Presidential campaign of Donald J. Trump featured prominent mention of an “America First” attitude that one would think prefers US assets over those in the emerging markets. The implication for emerging market sovereign debt, however, might not exactly play out that way, a Source report observes. Emerging market debt could be the real value, particularly if inflation becomes more pronounced. Markets are reacting to “Wild” Donald When writing their report, they didn’t want to do it, as the topic seems so played out. Source authors Paul Jackson, head of Research, and Andras Vig, a director at the institutional research…